Harbert Fund Advisors’s UnitedHealth UNH Stock Holding History

Harbert Fund Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,500	Closed	-$1.99M	–	136
2024 Q3	$2.05M	Buy	3,500 +2,000	+133%	+$1.13M	1.21%	28
2024 Q2	$764K	Sell	1,500 -1,000	-40%	-$490K	0.54%	34
2024 Q1	$1.24M	Hold	2,500	–	–	0.85%	31
2023 Q4	$1.32M	Buy	+2,500	New	+$1.33M	0.9%	27
2023 Q3	–	Sell	-2,500	Closed	-$1.2M	–	51
2023 Q2	$1.2M	Sell	2,500 -1,500	-38%	-$733K	0.67%	40
2023 Q1	$1.89M	Buy	4,000 +1,500	+60%	+$724K	1.25%	38
2022 Q4	$1.33M	Buy	+2,500	New	+$1.32M	1.06%	39
2022 Q3	–	Sell	-2,055	Closed	-$1.06M	–	56
2022 Q2	$1.06M	Buy	+2,055	New	+$1.03M	0.51%	36

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harbert Fund Advisors's UNH Position: Q4 2024 in Review

Harbert Fund Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 3,500 shares — an estimated $1.99M sold.

Harbert Fund Advisors first reported a position in UNH in Q2 2022 and held it in 8 quarters. The position peaked at $2.05M in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Harbert Fund Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Harbert Fund Advisors sold 3,500 UnitedHealth shares in Q4 2024, an estimated $1.99M.
Harbert Fund Advisors first reported a position in UnitedHealth in Q2 2022 and held it in 8 quarters.
Harbert Fund Advisors's UnitedHealth position peaked at $2.05M in Q3 2024.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Harbert Fund Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.